Onboarding Flow

How to Log In

1. Go to the portal URL (on mobile or desktop)

2. Enter your email address in the sign-in box.

3. You’ll receive a code to your email inbox. Copy that code and paste it in!

Onboarding Checklist

1. Insert Business Details

2. Edit Group Team

   1. Role Permissions (incl. Privacy Officers)

3. Add Banking

4. Sign Banking Agreement

5. Add Tax Information

6. Add Personnel

7. (Once Live) Sign Contracts

Have a problem? See our guide on HRIS Enrollment Troubleshooting.